Peter H. Gore, CFA, CFP, MBA, a Cantella & Co. registered principal and independent investment advisor serving the Williamsburg Area with focused attention on high net worth clients and their families. He has been in the financial services industry for over 15 years, prior to this he was Senior Director of International Operations for Hardee's Food service, Inc. for nine years. He has held several board level positions with both Venture Capital Funds and philanthropic organizations. He obtained his MBA, from the University of Notre Dame in 1987, South Bend, IN and his BA in Finance from Stetson University in 1985, Deland FL. He has earned both the Chartered Financial Analysts and Certified Financial Planner designations.
His current position at William and Mary is Adjunct Professor of Economics and Finance. He jointly teaches and manages the Student Managed Investment Fund - SMIF with Professor Gjergji Cici. He has also been the CFA professional mentor representing the College of William & Mary at the CFA's Global Investment Challenge.
Tobacco International Magazine:
"Reynolds American: Rolls Forward", November 2006, by Joe Finora.
"Alliance One International: Making the Right Moves", June 2008, by Joe FInora.
Better Investing Magazine:
"Feature: Fine Tuning Your Forecasts", November 2008, by Amy E. Buttell, Cover
Areas of Interest/Expertise
- Asset Allocation Methods
- Portfolio Management
- Portfolio Diversification Methods